When a task is registered in Zoho CRM, add it to Wrike.

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■Overview

This is a flow that adds tasks to Wrike when they are registered in Zoho CRM.

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■Recommended for‍

1. Those who use Zoho CRM to manage sales tasks

・Those who manage tasks daily according to leads

・Those who centrally manage customer information to improve the efficiency of sales activities

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2. Those who use Wrike to centrally manage tasks within the team

・Those who visualize and share the progress of projects

・Those who want to automatically link sales tasks from Zoho CRM to Wrike

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■Benefits of using this template

Zoho CRM is a tool that can enhance the transparency of sales activities and strengthen collaboration within the team.
Since task management in sales activities can also be managed with Zoho CRM, it allows for the visualization of the status of each lead and enables follow-up at the appropriate timing.

However, if you are centrally managing team tasks by linking tasks registered in Zoho CRM to other tools, the registration process each time can be cumbersome.
This template automates the addition of tasks to Wrike when tasks are registered in Zoho CRM, streamlining task management operations.

Since tasks within the team can be smoothly shared in Wrike, it is possible to prevent task omissions and improve the achievement of projects.

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■Notes‍

・Please link both Zoho CRM and Wrike with Yoom.

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About the Apps You Use

Zoho CRM

At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.

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Zoho CRM

Templates using

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Wrike

At Yoom, it is possible to integrate with Wrike's API without any code and automate various tasks. You can automate the addition of tasks to Wrike and receive notifications on platforms like Slack or Google Chat when tasks are added in Wrike.

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